… To remain competitive in China, Nvidia will need to release other products including Blackwell and Rubin generation chips "in time," Huang said, adding U.S. regulation also needs to evolve if Washington wants American technologies to stay globally competitive. - Nikkei Asia We do know that after th… …
… China is finding creative ways to bypass US export controls, and SMIC now enjoys a virtual monopoly within the country Meanwhile, the US export controls are translating into good business for China's SMIC, which is the Asian giant's only 7nm-class foundry, replete with a utilization rate of 93.7 pe… …
… Meanwhile, NVIDIA's "official" share in China has dropped to Zero as Jensen Huang said that they are selling no more chips there , but has insisted that global competition should continue. …
… YMTC Plans to Speed Up Its Biggest-Ever Project, the Wuhan Fab, Ultimately Adding a Difference to the Global NAND Output YMTC is known as one of the 'underdogs' in the NAND industry, mainly because, prior to US export controls in 2022, the company had been collaborating with the likes of Apple and … …
… In China, AMD is estimated to have a 12 percent share this year, far more than NVIDIA's share, as export locks and policy shifts have made NVIDIA GPUs a no-show in the country. …
… Meanwhile, the Trump administration is currently mulling whether to ban open-weight models from China altogether. …